1 WILL PREPARATION CHECKLIST PERSONAL INFORMATION ...

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1 WILL PREPARATION CHECKLIST PERSONAL INFORMATION ...

WILL PREPARATION CHECKLIST

PERSONAL INFORMATION

Full legal name

Any nicknames

Date of birth

Place of birth

Social Insurance Number

Occupation

Employer

Home address

Home phone number

Business phone number

Citizenship

1


MARITAL STATUS

Marital status

Date of marriage

Is there a marriage contract or cohabitation agreement?

Is there a previous marriage by either spouse?

Are there children by a previous marriage?

Are there ongoing financial obligations to a previous spouse?

Are there ongoing financial obligations to children of a previous marriage?

SPOUSE

Full legal name

Any nicknames

Date of birth

Place of birth

Social Insurance Number

Occupation

Employer

Home address

Home phone number

Business phone number

Citizenship

2


CHILDREN

Name Age Status*

* Adopted, child of previous marriage, etc.

ASSETS AND LIABILITIES

Please attach Net Worth Statement, showing ownership and current market

value of all assets, as well as current liabilities.

BENEFICIARY DESIGNATIONS

List below any assets that have a designated beneficiary, i.e. RRSPs, pension

plans, as well as life insurance contracts.

Asset Beneficiary Value

3


PROPOSED DISTRIBUTION OF ESTATE

Legacies or Special Bequests:

Amount or Item Beneficiary Relationship Minor

Personal Effects and Household Items:

Amount or Item Beneficiary Relationship Minor

Residue:

Beneficiary Relationship Minor Outright / In Trust

4


PRIMARY EXECUTOR

Name

Address

Relationship

Occupation

Home Phone Number

Business Phone Number

ALTERNATE EXECUTOR

Name

Address

Relationship

Occupation

Home Phone Number

Business Phone Number

5


PRIMARY GUARDIAN OF MINOR CHILDREN

Name

Address

Relationship

Occupation

Home Phone Number

Business Phone Number

ALTERNATE GUARDIAN OF MINOR CHILDREN

Name

Address

Relationship

Occupation

Home Phone Number

Business Phone Number

6

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